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Freedom Investment Management’s Watts Water Technologies WTS Stock Holding History

Freedom Investment Management’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,449
Closed -$202K – 845
2022
Q1 		$202K Buy
+1,449
New +$227K 0.02% 726
2018
Q2 		– Sell
-6,375
Closed -$495K – 1154
2018
Q1 		$495K Sell
6,375
-19
-0.3% -$1.48K 0.03% 627
2017
Q4 		$486K Buy
6,394
+245
+4% +$17.5K 0.02% 641
2017
Q3 		$425K Buy
6,149
+217
+4% +$14K 0.02% 676
2017
Q2 		$375K Buy
5,932
+64
+1% +$3.99K 0.02% 686
2017
Q1 		$366K Buy
5,868
+1,108
+23% +$70.5K 0.02% 664
2016
Q4 		$310K Buy
4,760
+1,011
+27% +$66.2K 0.02% 680
2016
Q3 		$243K Buy
+3,749
New +$236K 0.02% 728

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Freedom Investment Management's WTS Position: Q2 2022 in Review

Freedom Investment Management sold out of Watts Water Technologies (WTS) in Q2 2022, closing a stake of 1,449 shares — an estimated $202K sold.

Freedom Investment Management first reported a position in WTS in Q3 2016 and held it in 8 quarters. The position peaked at $495K in Q1 2018. 300 funds tracked by Wall St. Rank hold WTS as of Q2 2022.

  • Freedom Investment Management reported no remaining Watts Water Technologies position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 1,449 Watts Water Technologies shares in Q2 2022, an estimated $202K.
  • Freedom Investment Management first reported a position in Watts Water Technologies in Q3 2016 and held it in 8 quarters.
  • Freedom Investment Management's Watts Water Technologies position peaked at $495K in Q1 2018.
  • 300 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.